good work!

what is + i. div = 0.0175
why 42c?

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1808749

KC, i cant recall what buffett said in the interview abt the exact period. Also not sure if real/nominal but in the past 21yrs reading, the highest return i've ever for any 30yrs period/longer has never been greater than 12%

it all go back to the integrity of TTB. I raed this till i fall asleep but i saw some1 asking abt this. few things to know:
1) he is no longer tat arrogant,i would said not anymore
2) the ego part probably shadow her integrity
3) ICAP was 25-30% of his AUM size (but now it is bit bigger),his main income is from managing other funds,where he charges X % for anything above X%,with the mgmt fee.

he din buy back etc cuz it has a 1off effect & doesnt help. Like seth karlman who underperforms for 4yrs during tech bubble, he also faced such pressure.

That said, KC has his points, sometimes it is good to ppl like KC who Q him.
But for u to buy just to do that, it's more like..... (how to say) lol

KC which of the philip capital fund is the 1 excelling?
btw the 100yr period, buffett said the return is abt 5.x to 9.x since inception of djia
even for a shorter period it is 10-11%, may i know where u get this data of 13%? tq

i made a mistake,AC is sellable,so u substract cuz u get the proceed,was 6am,blur d

ido understand what enterprise value is.A subsidiary is 50%+1share.Associate companies are 20-50%. AC usualy is recorded as invt, but not subs. Wat is ur understanding on this
ckc14training2@gmail.com for my record. BTW my 1st is FARLIM, wat abt urs?
i wil go thru my memory n chrome history to recollect,tq tq

wat i mean is,bursa,not SnP500. Even if for SnP,to the best possible,avoid picking a bull yr as ending for the period is crucial. I said so because i noticed that buffett and Walter schloss continued to outperform in bears and flattish year.
I nvr doubted graham value investing would outperform when there;s a tick in the period,no offense

i've a list of -EV co, wondering if u 2 are keen to monitor them. I've 3Qs:
1) MI is added. MI is the value of holding in co, the assumption is the MV will not changed cuz u've acquired the co and then only sell of the Mi?
2) but associate co is subtracted, well u stil pocket the proceed if u sell off the stock in associate co, y subtract?
3) in ur case why u subtract CASH from current debt? just ur conservatism or own practise or?

FARLIM is selling below p/cash or -EV after selling a land. Debt is 100k,but how long wil this last? biggest shareholder controls 43% and used to be a taiko in pg.
In ur formula above,u subtract EXCESS CASH instead of CASH? that's a tweak to the original

Mr KCChong, with all due respects, ur studies would have been more meaningful if they were for the period 2001-2004, when the mkt didnt go up as much. I m not surprised NET NET or other method beat the mkt. Buying kuchai or stocks p/b <0.4 wont make $. But of cuz NET NET is a different story cuz it is even much lower

uncle koon yew yin is betting very big on it, superbig.1. 2fw+1 rps subscribed: 5 share

slow but steady it seems, any1 can give some summmary like YFCHONG? tq

ss661m, has the proposal been approved? wat is the ratio for warrant & RPs? pls reconfirm KNY's reply, tq all

what is the Ex-date, Exercise price for this Warrant? 1fw + 2icps : 5stock?

what is the latest update on ooi leong huat's takeover?

SP setia OF n9,that's what ppl call matrix, but apini,what makes u said so? hahaha
http://www.therakyatpost.com/news/2014/11/13/mca-increasing-bumi-housing-quota-30-50-backward-move/

new ruling in negeri sembilan properties:
1) bumi quote is up fr 30% to 50%
2) unsold bumi allocation wont be easily cancelled like last time, land office want it to stay infact
Stock affected: MAtrix concept, growth will taper. As of morning session it is up1c.
Lots of ppl r stil sleeping

much of the growth came fr this yr, prev yr stil suffer loss,alan tong's stock pick.
so wat do u all think/?

bonus, Warrant,
(1) BONUS SHARE FOR EVERY TWO (2)
(1) WARRANT FOR EVERY FOUR (4)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/#/?category=all&sub_category=all&alphabetical=All&company=7252

special div 25%
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1791033

screwdriver, where u get the info,u sure abt that? so little how to list? SC wil force it to privatize if below 25percent

this stock has return me nearly 20times, the WC is free

after the lawsuits, cash shot up to rm1.90, this is good news,but no core biz

if price lag too hard behind intrinsic value, it's wrong not to buy. But not to sell but to continue hugging on a garbage is wrong,u r better off if u sell the loser and buy the tomorrow's star. If u hold on to SMI or OLYMPIA since 1998, u get $0 for holding smi now and <5% of wat u paid for. Instead if u sell them when they shot up for a few times in 2000s,and buy winner like TSH, Kulim, Hartalega, KPJ, Zhulian, Uchi Tech, Aeon Cr,Daibochi, scientex, HPi, u would hv 400-500% returns or 12,000% for Hartalega)
based on last point, u shud sell ur Xing Quan instead on harping on this issue and teasing the old man who has contributed much

if u google that (i accidently found it using other keyword searching for NBPOL earning contribution)and click on the EDGE news, it's a dead link.
Anyone know wat is the earning contribution fr NBPOL?

http://www.ijm.com/web/download/ijmstory_3.pdf
abt the companies he founded

did i miss the news? july has passed, has the 1st 360mw of the 4units run d?

MUDAJAYA is in the process of transforming into a powerhouse,says a friend. Well time will tell then. 1MDB has wun 3 IPP, mudaJaya stands a good chance to build them,also kidex. The prop division wil contribute 10% of the profit (demolish tropicana office and re-develop into other type of prop for sale)

i've known this webpage for a long time but only join lately because of mr koon.
Too bad i didnt know much abt other i notice the work of KC CHONG, there's a weakness in his NET NET method i spotted.
Anyway, i've met with Mr Koon be4,his return is abt 26%compounded for 30yrs.
His answer for XQ is simple,he cant sell cuz it moves the mkt, if u r smart,u shud know the answer. U can quit and find ur next 4-5baggers.
Best way to invest is to find a growth stock at below EV, no debt, low PE, with moat of cost advantage, buy at a correction, crash, or watever ,eg: last 2wks, mkt soften,
ignore it for many yrs.
1 eg is TSH, it is not cheap now but it qualifies for all the criteria except MOAT.
It's the lowest cost operator with highest FFB yield/ha, no2 is klk, no3 is ioi.
OER is 21%,also top 3. But not cheap. Last 5yrs it grew the FFB at 34% CAGR.
since 1998, it returns 30times, pbb, kulim dialog matched this return, dialog probably did much better though

aug 26 is the day he announced buying that much or having that much?
http://www.thesundaily.my/news/1164376
based on his track record last 2yrs+ ,all the stocks he touched went up. I began to think if he is really that good, coincidence or something else. Technically, this is impossible, even Ms BARNES cant do that

only 4-5stocks gave 10%yield or more in last 10yrs of 2001 to 2011
,they are uchitech,yilai,and i think harrisons,
cant remember the other 2

i believe he achieves a return near to 20%,shud be arnd 16-18% compounded,
we hv to learn how to break the 20% bottleneck,if u can track rm30m
his actual portfolio is bigger

http://sports.163.com/special/photo-search/#q=陈志远女儿

any confirmed RTO or activities? so mudajaya is getting the job to build?

Scientex, a stock i overlooked, a co that once hired me in dec 1999. Wow,the growth really continue,saw it star last 2wks.
Abt Graham method, there's a way to achieve abt 20% pa using graham-dodd method. But it's very very boring and u can only buy/sell once every few yrs. but good la,less hassle/work

so long didnt come here to read, rm76m x 26% la,not 76m

what he meant is dont invest in co that rely on govt 4profit.
mudajaya wil hv rm12m pa fr RE,renewable energy.
Tropicana's office redevelepment wil bring 10%profit of the total
while other new propty wil b launched.
Avoid property stocks,doom to go down.
dont follow uncle koon on leverage & switch co so actively,u r not at his level. By picking right growth stock esp in palm oil,u can achieve near to 20%compounding effect. He made26% in 30yrs with leverage, u dont need those risk

janet wat is the story of lihien,ur pic is so surreal

nta 3,14,profit drop 5yrs, cash=nearly rm1, stock hit 3yr low,value stock/buy,but no profit growth means u wont $ unless u buy lower than 75-90c

there's an arbitrage,any1 wanna comment the calculation

what is the expiry date

so many kurang ajar ppl. Today i learn fr a srwk planter that a new fertilizer

lots of kurang ajar ppl here,lin lao hia

M vince,a value investors who has been coincidentally advocating palm oil & picked kulim, TSH, SoP as a good buy since last 1decade.
Mr KOON has invited me to meet him on feb12 with other few ppl. I m coming frm KL after i return from hometown on feb11. U may reach me at
vinext@gmail.com, another guy plan2 drive frm KL, we r seeking car pool,stil hv 3more seats.Pls send ur hp,email, fb add/link, wat time,date, u plan to take off,wat time to return to kl

GARK, Haki which co u work for? Those co r not cheap. JTIASA is an unconventional bet. JT doesnt hv all the pretty ratio,but the prospective profit growth is great.

icon888 wat did YTLp venture into in JORDAN? how has that change

M vince,a value investors who has been coincidentally advocating palm oil & picked kulim, TSH, SoP as a good buy since last 1decade.
Mr KOON has invited me to meet him on feb12 with other few ppl. I m coming frm KL after i return from hometown on feb11. U may reach me at
vinext@gmail.com, another guy plan2 drive frm KL, we r seeking car pool,stil hv 3more seats.Pls send ur hp,email, fb add/link, wat time,date, u plan to take off,wat time to return to kl

M vince,a value investors who has been coincidentally advocating palm oil & picked kulim, TSH, SoP as a good buy since last 1decade.
Mr KOON has invited me to meet him on feb12 with other few ppl. I m coming frm KL after i return from hometown on feb11. U may reach me at
vinext@gmail.com, another guy plan2 drive frm KL, we r seeking car pool,stil hv 3more seats.Pls send ur hp,email, fb add/link, wat time,date, u plan to take off,wat time to return to kl

M vince,a value investors who has been coincidentally advocating palm oil & picked kulim, TSH, SoP as a good buy since last 1decade.
Mr KOON has invited me to meet him on feb12 with other few ppl. I m coming frm KL after i return from hometown on feb11. U may reach me at
vinext@gmail.com, another guy plan2 drive frm KL, we r seeking car pool,stil hv 3more seats.Pls send ur hp,email, fb add/link, wat time,date, u plan to take off,wat time to return to kl